See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,916 | $202,318-37.8% | $172,739-27.1% | $152,861-17.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.09% | 1029.65%-1026.6pp | 802.84%-799.8pp | 345.32%-342.2pp |
| Employer contribution / active EE | $5,202 | $5,856-11.2% | $5,143+1.1% | $4,762+9.2% |
| Participant deferral / active EE | $3,717 | $5,948-37.5% | $5,198-28.5% | $5,850-36.5% |
| Admin fee / account holder | $6,207 | $17,109-63.7% | $13,954-55.5% | $11,596-46.5% |